Savoy is an innovative benefits consulting firm and general agency. With over 35 years' experience, Savoy's strategic partnerships bring continued growth to brokers, carriers and vendors. Savoy provides best-in-class products and services including comprehensive health and specialty benefits, compliance, HR services, technology solutions, research, education and other employer-related services. #groupbenefits #grouphealth #employeebenefits #employersolutions #voluntarybenefits #specialtybenefits #compliance #spendingaccounts #businesssolutions #brokersupport #agencysupport #brokertraining #brokerrevenue #brokers #growth #results #relationshipbuilding #humanresources #hr #medicalinsurance #majormedicalinsurance #peo #smallgroup #midmarket#carrierrelations #ga #generalagency #partnership #collaboration #bilingual #speakspanish

• Manage, train and coach brokers on presentation skills, relationship building, written communication, Business-to-Business (B2B), sales startegy. Play a lead role in client prospecting, plan design/management of group medical, dental, disability and time off plans for large, complex clients, including: benefits analysis, cost saving and funding strategies. • Maintain an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.• Utilize a network to acquire new brokers.• Work with Sales Executives to onboard brokers into our system.• Effectively market to agents/brokers and encourage them to place their clients’ business with us by:• Conducting regular prospective and follow-up calls to clients, agents/brokers, both in office and on-site to acquire clients and market our benefits solutions.• Demonstrating to prospective brokers how to provide information on carrier administrative procedures and product availability to help and assist clients in the selection of a benefits package that best suits their needs.• Help clients roll out health and wellness programs, via health fairs, social media campaign and onside wellness education.• Maintain a network of prospects, as well as industry alliances. C-Level collaboration. • Maintain logs and reports of all business life cycle to identify areas of improvement and expand on the success of our business.

Carry out in-depth consultative analysis via an introductory call with the clients. Verify contracted products, understand business’ priorities, and craft a timeline for the implementation.• Work alongside brokers and plan administrators to assist and support clients.• Subject matter expert in most areas of Benefits Administration, standard operating and client operating procedures.• Assist in benefits presentation (PPT) design.• Health & Welfare benefits programs concepts as well as ADP internal Health & Welfare solutions.• Worksite Employee Benefits communication (onsite), one-on-one, small to large employer group enrollment, virtual and live video presentations.• Personalized and concierge Benefits Services for clients with highly compensated employees.• Onboarding and life cycle implementation for New Groups.• Multi-State benefits presentations in English and Spanish, including multi-state travel planning and arrangements.Multi-Location Virtual and WebEx Group Meetings, English and Spanish.• Work directly with District Managers, Implementation Consultants, Team Leaders, Carrier Relations, Brokers, Human Resources and Benefits Partners.• Coordinate Open Enrollment, Implementation, Health & Wellness Fairs, and New Hire orientation• Train and coach new Life Cycle Managers team members and Health Enrollers on how to conduct worksite employee enrollments. • Employee Service Center, My LifeAdvisor and MyTotalSource navigation, Client and WSE.• Technology - Enterprise (EV4), Clarify, OE Tool, Report House, Carrier Collaboration, Ebis, ADP Works, MyTS, WebEx, AVAYA, Cimplicity, Citrix Desktop task, Power Point meeting deck design, Henry, Workforce now, Resource, HR Comp, HR Direct • knowledgeable of federal and state laws, all compliance and regulations impacting employer sponsored health & welfare plans such as HIPAA, ERISA, IRS SEC 125, state and federal sponsored health insurance exchanges

Benefits Account Executive/ Core & Ancillary Benefits (Multi-city and Multi-State Travel)Closing deals at the kitchen table, lunch room or at the office!Coordinate and conduct complete "life cycle" of worksite benefits enrollment. Group and individual (direct sales) , State, Cities, School Boards and Counties.CRM and EE enrollment systems including OneSource.Sales, Implementation and Enrollment - Core Benefits, Voluntary and non traditional employee benefits.Health Fairs, Recruiting events, and Small to Midsize Business Group presentation.

Control and manage recruiting and training - Life, Annuity & LTC agents, registered representatives (Questar) for Allegiance Marketing Group (FMO), Allianz Life of North America.-Life insurance and Annuity products marketing, specializing in income flow and pension insurance products.-Refine networking, interviewing, business development and negotiating skills .-Email, virtual and onsite product and marketing campaigns. -Individualized sessions and onboarding for new agent and broker dealer recruits.-Client support and service.-Customize training programs through profiling and assessing producer's business needs and gaps.-Educate financial professionals on the latest product updates via direct mail pieces, conference calls, virtual and WebEx training for brokers, agents (one-on-one) and agencies (group).